It’s time to take Stock
The investment business runs on quarterly measurements. No one really believes that strategies work out over one quarter periods, but investors want some measure of progress. So for better or [...]
Round and Round We Go
The stock market is made up of sectors. These, in most cases, are industry groups in which the included companies have many business similarities (industrials and tech companies are two [...]
Now you see it; now you don’t
Investors are getting confused with the bouncing ball of everyday events and taking their eyes off the fundamentals underneath the shell. Most events are noise from an investing point of view, [...]
Spring also Rises
Ten weeks out from zero (the beginning of the year) and the market is up about 1½ %. Seems like a lot of noise just to get this far. It’s more like marking time than making time. However, a [...]
The Volcano Burps
Three weeks ago we wrote that we were likely to have periods of volatility this year. Well guess what; it’s here. The catalyst this week is the Russian invasion of Crimea and the ongoing [...]